Finlay Law Group, APC

- 4665 MacArthur Ct #205, Newport Beach, CA 92660

Planning for the future, whether it involves managing your estate, navigating complex tax laws, or ensuring your assets are protected for your loved ones, is one of the most important financial and legal tasks you will undertake. It can also be one of the most intimidating. For residents of California, finding a knowledgeable and trustworthy legal partner is essential to ensure your wishes are legally sound and your family's future is secure. In the heart of Newport Beach, Finlay Law Group, APC stands out as a dedicated team of legal professionals specializing in estate planning, tax law, and probate administration. The firm, led by attorney Mary Finlay, has built a reputation for providing honest, professional, and knowledgeable legal assistance. They understand that each client's situation is unique, and they take the time to listen, provide clear guidance, and develop tailored strategies that meet individual needs and goals. Unlike general practice firms, Finlay Law Group’s specialized focus allows them to stay at the forefront of estate and tax law, providing clients with expert advice on everything from creating a comprehensive estate plan to handling complex trust litigation and tax matters. Their approach is not just about legal documents; it's about building long-term relationships based on trust and a genuine commitment to protecting your legacy. As one client, Mary, shared, "Mary Finlay has been great to work with for the past couple years. She amended our family trust, and is the attorney I hired to help administer my parents trust. Honest, professional, knowledgeable, and responsive. It is comfortable to know we are in good hands with Mary when dealing with our family trusts and all the issues that may arise from time to time." This sentiment is a testament to the firm's dedication to client comfort and peace of mind.

Finlay Law Group, APC is conveniently located at 4665 MacArthur Ct #205, Newport Beach, CA 92660, USA. This central location makes the office easily accessible for clients throughout Orange County, including those in Irvine, Costa Mesa, Laguna Beach, and surrounding communities. The firm understands that accessibility is a crucial factor for clients, especially when dealing with personal and often sensitive legal matters. To ensure a comfortable and stress-free experience for everyone, the office is fully equipped with accessibility features. These include a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to inclusivity demonstrates the firm's dedication to serving all members of the community, ensuring that mobility is never a barrier to receiving expert legal counsel. As a professional practice, Finlay Law Group, APC operates by appointment to ensure each client receives dedicated and uninterrupted attention. While walk-ins are not recommended, a simple phone call can arrange a consultation at a time that works for you. This planning-oriented approach allows the legal team to prepare for your meeting by reviewing any preliminary information, so they can make the most of your time together. The location, combined with these thoughtful accessibility features, creates a welcoming and professional environment where clients can feel confident and secure in discussing their legal needs.

Finlay Law Group, APC offers a focused range of legal services designed to address the complex needs of individuals and families in the areas of estate planning, tax law, and probate. Their specialization ensures a depth of knowledge and expertise that is crucial for these sensitive legal matters. The primary services offered include:

• Advanced Estate Planning: Crafting sophisticated strategies for high-net-worth individuals and families to minimize taxes and protect assets across generations.
• Comprehensive Estate Plan: Creating foundational documents such as wills, trusts, and powers of attorney to ensure assets are distributed according to your wishes.
• Estate Planning & Probate Law: A holistic approach to managing both the creation of an estate plan and the legal process of administering an estate after death.
• Estate Planning Lawyer In: Providing expert legal assistance specifically for residents in and around the Newport Beach area.
• Estate Plans And Probate: Guiding clients through the entire lifecycle from planning to probate, ensuring a seamless transition.
• Estate Tax Returns: Assisting executors and trustees with the preparation and filing of complex estate tax returns.
• Incapacity Planning: Drafting legal documents like powers of attorney and advanced healthcare directives to plan for potential incapacity.
• Legal Assistance: Offering general legal counsel and support for a wide range of estate and tax-related issues.
• Probate Administration: Efficiently managing the legal process of settling a deceased person's estate, including validating wills and distributing assets.
• Probate Tax: Providing specialized advice on the tax implications of probate and estate administration.
• Tax Planning: Developing proactive strategies to minimize tax liabilities for both individuals and trusts.
• Trust Administration: Guiding trustees through the complex duties and responsibilities of managing a trust.
• Trust Litigation: Representing clients in disputes involving trusts, including breach of fiduciary duty and contesting a trust.

Several key features and highlights make Finlay Law Group, APC a standout choice for residents of California. The firm is led by attorney Mary Finlay, whose reputation for knowledge and professionalism is frequently highlighted by her clients. As one client noted, she is "very knowledgeable and experienced in this space." This level of expertise is critical when dealing with the intricacies of estate and tax law. The firm is also highly praised for its proactive client communication. According to a long-term client, Mary has been "consistent with periodic check-ins and updates," demonstrating a commitment to ongoing relationships beyond the initial service. This ensures that a client's estate plan remains relevant and legally sound as laws and personal circumstances change over time. The firm’s commitment to client comfort and accessibility is another major highlight. With a wheelchair accessible entrance, parking lot, and restroom, they have gone to great lengths to ensure their office is a welcoming space for all. Additionally, the office is equipped with a clean and comfortable restroom for client convenience. The firm’s dedication to a structured, appointment-based schedule ensures that every client receives their full attention. This focused approach allows for a more productive consultation and a more thorough understanding of each client’s unique needs. The combination of expert legal knowledge, a proactive client-first approach, and a physically accessible office makes Finlay Law Group, APC a clear choice for individuals seeking peace of mind regarding their financial and legal future.

For those in need of expert legal advice, Finlay Law Group, APC is readily available. The firm can be reached by phone at (949) 438-6060 or on their mobile phone at +1 949-438-6060. Their office is located at 4665 MacArthur Ct #205, Newport Beach, CA 92660, USA. Given their commitment to providing focused, personalized attention to each client, it is highly recommended that you call ahead to schedule an appointment. This ensures that a legal professional is available to meet with you and discuss your specific needs in detail. By making an appointment, you also allow the firm to prepare in advance, making your consultation as efficient and productive as possible. The firm's dedicated staff can assist you with scheduling and provide any directions you may need. The convenience of having multiple contact options underscores their commitment to client service, making it easy to take the first step toward securing your legal and financial future. Whether you are beginning the estate planning process, navigating probate, or dealing with complex tax issues, reaching out to Finlay Law Group, APC is the first step toward gaining clarity and peace of mind.

Choosing the right legal partner for estate planning and tax matters is a decision that impacts your life and the lives of your loved ones for years to come. Finlay Law Group, APC is a compelling choice for a number of reasons. The firm's specialization in estate and tax law provides a level of expertise that general practice firms cannot match. This deep knowledge is crucial for creating robust and legally sound plans that stand up to scrutiny. A key factor that sets Finlay Law Group apart is the high level of client satisfaction and positive feedback from real customers. The testimonials highlight not only Mary Finlay's professional competence but also her personal touch, with clients describing her as "honest, professional, knowledgeable, and responsive." This combination of professional skill and genuine care is rare and highly valuable. The firm's proactive approach to client relationships, with periodic check-ins and updates, shows a long-term commitment to their clients' well-being. They understand that estate plans are not static documents; they need to evolve with life changes, and the firm is there to assist with those updates. Furthermore, their accessible office, with wheelchair-friendly features, demonstrates a commitment to serving all members of the community, a thoughtful consideration that is often overlooked. By choosing Finlay Law Group, APC, you are not just getting a lawyer; you are gaining a trusted advisor who will help you protect your assets, minimize your tax burden, and ensure your legacy is secure. Their blend of expertise, professionalism, and personal attention makes them a top choice for anyone in California seeking peace of mind regarding their future.

Finlay Law Group, APC

4665 MacArthur Ct #205, Newport Beach, CA 92660, USA